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J
jacummins
January 16, 2023
Solved

Debit Memo

  • January 16, 2023
  • 1 reply
  • 2 views

I need to create a debit note to send to a vendor.  For example, I purchased 100 castings from vendor xyz and 3 of them were bad.  I send them a debit note for 3 pieces so that they will issue a credit to our account for the 3 pieces.  Currently from the enter bills screen I select credit which creates a credit from that vendor.  However, shouldn't the document going to the customer state that it is a debit memo so that it is clear that they need to create a credit for our company?  If I send them a copy of the credit which I created, it seems like the wording is confusing.

Best answer by Bryan_M

Thank you for chiming back here in the Community, @jacummins.

 

At the moment, sending a form that indicates debit credit or debit notes to a vendor is unavailable in QuickBooks Desktop (QBDT). 

 

However, the idea of having this is brilliant, and other users may also find this helpful.

 

In the meantime, you can submit feedback to our software engineers. They may consider adding it to our future product updates.

 

Below are the simple steps to submit feedback:

 

  1. On the upper tab of your computer find and select the Help menu.
  2. Choose to Send feedback online, and then select Product suggestion.
  3. Enter the Product Area (Optional), then enter a brief description of your suggestion in the Here is my suggestion section.
  4. Entering your name and E-mail address is optional, once done click Send Feedback.

 

You can read through this article if you want to learn about Accounts Payable workflows in QuickBooks Desktop.

 

Never hesitate to reply to this post if you have additional managing vendor credit queries. I'll be happy to lend a hand. Have a great day ahead!

1 reply

C
Carneil_C
Level 6
January 16, 2023

Welcome to the Community, @jacummins. I'll lend a hand with your concern to achieve your goal.

 

Regarding this query, you'll want to create a credit for your vendor. Here's how:

 

  1. Go to the Vendors menu and choose Enter Bills.
  2. Select the Credit radio button.
  3. From the Vendor field, select the vendor who sent the refund.
  4. In the Credit Amount field, enter the amount of the refund.
  5. Select the Expense tab.
  6. In the Account field, select the account used on the original Bill.
  7. In the Amount field, enter the amount of the refund.
  8. Click Save & Close.

 

If this isn't the case, would you mind adding additional details to your concern? This way, I can provide you with a timely response.

 

Just in case, I'll be adding this article for your reference: Record a vendor refund in QuickBooks Desktop.

 

In addition, you might need this resource if you want to track the money you owe vendors in the future. Please browse this article for more insights: Learn about the Accounts Payable workflows you can use in QuickBooks Desktop.

 

You can always reply or reach out to us again if you need anything else with QuickBooks Desktop. We're always here to guide and assist you whenever you need help. Have a good one! 

J
jacumminsAuthor
January 16, 2023

This is how we handle the issue, and it works.  But does QuickBooks have a form to send the customer that would be a Debit Memo or Debit Note?  To them they are being debited so they have to issue a credit back to us.  It's really just a matter of terminology.  I don't want them to read it like we are giving them a credit back.

Bryan_M
Bryan_MQuickBooks TeamAnswer
QuickBooks Team
January 16, 2023

Thank you for chiming back here in the Community, @jacummins.

 

At the moment, sending a form that indicates debit credit or debit notes to a vendor is unavailable in QuickBooks Desktop (QBDT). 

 

However, the idea of having this is brilliant, and other users may also find this helpful.

 

In the meantime, you can submit feedback to our software engineers. They may consider adding it to our future product updates.

 

Below are the simple steps to submit feedback:

 

  1. On the upper tab of your computer find and select the Help menu.
  2. Choose to Send feedback online, and then select Product suggestion.
  3. Enter the Product Area (Optional), then enter a brief description of your suggestion in the Here is my suggestion section.
  4. Entering your name and E-mail address is optional, once done click Send Feedback.

 

You can read through this article if you want to learn about Accounts Payable workflows in QuickBooks Desktop.

 

Never hesitate to reply to this post if you have additional managing vendor credit queries. I'll be happy to lend a hand. Have a great day ahead!

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